Alegria v. Alegria

197 P.2d 571, 87 Cal. App. 2d 645, 1948 Cal. App. LEXIS 1373
CourtCalifornia Court of Appeal
DecidedSeptember 20, 1948
DocketCiv. 16392
StatusPublished
Cited by17 cases

This text of 197 P.2d 571 (Alegria v. Alegria) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Alegria v. Alegria, 197 P.2d 571, 87 Cal. App. 2d 645, 1948 Cal. App. LEXIS 1373 (Cal. Ct. App. 1948).

Opinion

VALLÉE, J.

Appeal from a judgment revoking probate of the will of Joaquina Erro Alegría entered upon a verdict of a jury finding that she was of unsound mind at the time she executed the instrument. Appellants also appeal from an order denying their motion for a judgment of nonsuit, from an order denying their motion for a directed verdict, and from an order denying their motion for judgment “non obstante veredicto.”

Joaquina Erro Alegría died January 31, 1945. She left surviving her as her sole heirs three sons, John, Joseph (Joe) and Lorenzo, and one daughter, Anastacia. She left an estate valued at about $45,000. On February 26, 1945, an instru *648 ment dated April 6, 1942, was admitted to probate as the last will of Mrs. Alegría. The instrument bequeathed $500 to Joe, and bequeathed and devised the residue of her estate to John, Lorenzo and Anastacia. It contained a noncontest clause.

On August 16, 1945, Joe filed a petition seeking revocation of probate of the instrument on three grounds: (1) unsoundness of mind; (2) want of due execution; and (3) undue influence of John, Lorenzo and Anastacia. The contest was tried by the court sitting with a jury. At the conclusion of contestant’s case a motion for judgment of nonsuit was granted as to the issue of want of due execution. The jury found for the contestant on the other two issues. Thereafter the court granted a motion for a new trial on the ground that the evidence was insufficient to support the verdict. A retrial, with a jury, was had and at the conclusion of his case contestant dismissed the contest as to the issue of undue influence. The issue of unsoundness of mind was submitted to the jury which returned a verdict that Joaquina Erro Alegría was not of sound mind at the time she signed the instrument theretofore admitted to probate. Judgment followed revoking probate of the instrument. John, as executor, legatee and devisee, and Lorenzo and Anastacia, as legatees and devisees, appealed.

Upon the retrial contestant relied solely upon the ground that the testatrix had an insane delusion that Joe had attacked her and that this delusion caused her to practically disinherit him. There is no contention that Mrs. Alegría was of unsound mind in any general sense. The parties agree that the sole question on appeal is whether there is any substantial evidence to support the implied finding of the jury that Mrs. Alegría had an insane delusion that Joe had attacked her.

Mrs. Alegría was about 80 years of age when she made her will on April 6, 1942. She was 82 years of age when she died on January 31, 1945. Her husband, Patricio, had died in October, 1928. Prom the death of her husband until her death she lived on the home place of 184 acres, Refugio Rancho, in Santa Barbara County. Prom about 1929, she suffered from diabetes and was required to take insulin hypodermically, was in ill health and could not operate the ranch unaided. After the death of her husband, her son, John, and his wife lived on the ranch with his mother and operated it on a share basis until 1936, when he left to work *649 in the oil fields in Wyoming. After John’s departure a man was hired to run the ranch and then it was leased for a short period. In 1937, Joe moved on the ranch under an oral agreement to operate it for Ms mother on a share basis.

In 1939, some difficulty arose between Joe and his mother, and a written lease, for a term from December 13, 1939, to November 1, 1940, was drafted and executed by Joe and Mrs. Alegría. The lease contained a provision that, during its term, Joe would make every reasonable effort to promote the physical comfort of his mother and keep pleasant relations. This provision was inserted in the lease at the insistence of Mrs. Alegría. Joe held over under the lease after it had run its term and continued to work the ranch under the terms of the lease.

During this time difficulties, concerning improvements on the ranch, developed between Mrs. Alegría and Joe. Prom 1938, until Joe left the ranch in 1941, they were constantly having trouble. At one time Mrs. Alegría thought that Joe was stealing her electricity and cut the old wires between her house and Joe’s house. In the fall of 1939, Joe went into Mrs. Alegría's house one eA'ening and showed his mother a receipt. She asked him for it. He said he would not give it to her. She reached for the receipt. He started out the door. She reached for him and held the back of his trousers and suspenders. Joe twisted around to get loose from her. She fell backwards on the floor, rolled 6 or 7 feet and against the wall. She was picked up by others present. After Joe had twisted his mother loose, he went on out. He did not say anything. He continued right on out. Mrs. Alegría was very excited at the time. She got a bump on the side of her head and “kind of passed out.” She was given a glass of water and put to bed. Joe had been drinking at the time but was not drunk.

Early in November, 1941, Mrs. Alegría was building a new house on the ranch. Joe concluded that the contractor was not qualified to do the work. Mrs. Alegría told him to get rid of the contractor. Joe told the contractor to leave. The contractor then talked to Mrs. Alegría and she told him to continue to build the house. Joe became dissatisfied with the way the contractor was laying the flooring. Joe testified: “I went in the kitchen, told her that contractor was chiseling her. She chased me out of the house. Said, ‘You ain’t got nothing to do with it’, and picked up a club and started hitting me with it. It was an old piece of kindling about four *650 feet long and three inches wide, and she started hitting me. I said, ‘Mother, are you going crazy?’ that she hit him on the arm that his wife came out at that time and told “me not to touch her, leave her alone. I said, ‘I am not touching her.’ I said, ‘I don’t know what is the matter with her.’ that he did not strike his mother at all at that time; that he put his hand on her; that ‘ ‘ She had her head down. And I said, ‘Mother, are you going crazy?’ She let herself down on the knees. She laid herself on the flagstone. Of course, she started rocking herself like that (indicating). She picked herself up and went in her kitchen, and my wife and I stood and looked at her. She went in the kitchen, put an old hat on, and went towards the house; and I don’t know from there what happened.”; that she attacked him “With a stick, about three feet long and about three inches wide; hit me on the arm. I was trying to protect my face.—Yes, I looked at her. I put—I said, ‘Mother, are you going crazy?’ Then she laid herself down, like I said before.”; that he lifted her head and looked in her eyes; that “She kneeled down, and I stepped out of the way. My wife, she said, ‘Joe, don’t touch her.’ I said, ‘I am not going to touch her.’ ” He also testified that, at the same time, they had a discussion about a tractor, belonging to his mother, which he had leased; that “The house [was] discussed first, and then the tractor; and then we went to the discussion of the house, and she got good and mad. Told me to get out of the kitchen. She walked out of the kitchen, picked up a club out of the kindling wood, started hitting me on the arm, hit me on the arm. I looked at her. ’ ’; that after he put his hand on her head, ‘ ‘ She laid down”; that he stepped back, looked at her and left. Joe weighed 260 pounds. Mrs. Alegría weighed a little over 100 pounds.

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Cite This Page — Counsel Stack

Bluebook (online)
197 P.2d 571, 87 Cal. App. 2d 645, 1948 Cal. App. LEXIS 1373, Counsel Stack Legal Research, https://law.counselstack.com/opinion/alegria-v-alegria-calctapp-1948.